First Capital Advisors Group’s Wells Fargo WFC Stock Holding History

First Capital Advisors Group’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$53.8K	Buy	+1,260	New	+$50.7K	0.03%	292
2022 Q3	–	Sell	-12,250	Closed	-$480K	–	251
2022 Q2	$480K	Sell	12,250 -7,483	-38%	-$328K	0.33%	76
2022 Q1	$956K	Sell	19,733 -2,766	-12%	-$148K	0.63%	39
2021 Q4	$1.08M	Buy	+22,499	New	+$1.11M	0.59%	42
2018 Q2	–	Sell	-5,802	Closed	-$304K	–	767
2018 Q1	$304K	Sell	5,802 -49	-0.8%	-$2.91K	0.18%	114
2017 Q4	$355K	Buy	+5,851	New	+$330K	0.22%	116

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Capital Advisors Group's WFC Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Wells Fargo (WFC) in Q2 2023: 1,260 shares worth $53.8K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in WFC as recently as Q2 2022.

First Capital Advisors Group first reported a position in WFC in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2021. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

First Capital Advisors Group held 1,260 shares of Wells Fargo worth $53.8K as of Q2 2023.
Wells Fargo was a new First Capital Advisors Group position in Q2 2023.
Wells Fargo made up 0.03% of First Capital Advisors Group's portfolio in Q2 2023, its #292 holding.
First Capital Advisors Group first reported a position in Wells Fargo in Q4 2017 and has held it in 6 quarters since.
First Capital Advisors Group's Wells Fargo position peaked at $1.08M in Q4 2021.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.